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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $478,003 | $153,769+210.9% | $133,975+256.8% | $273,972+74.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.36% | 36.51%-27.1pp | 29.29%-19.9pp | 41.46%-32.1pp |
| Employer contribution / active EE | $35,696 | $6,029+492.1% | $5,211+585.0% | $4,869+633.2% |
| Participant deferral / active EE | $25,114 | $6,958+260.9% | $6,282+299.8% | $5,287+375.0% |
| Admin fee / account holder | $12,293 | $11,765+4.5% | $9,324+31.8% | $10,133+21.3% |